Real Stories

Kate’s Journey to PlanHappy

retired ex client kate talks about joslin rhodes

What was it that made you come to Joslin Rhodes?

We chatted with Kate about her experiences with Joslin Rhodes, why she chose us over other financial advisers and what she has to say about controlling your own destiny.

What were your expectations and how did it help?

See why Kate now thinks she should have done it years ago and how a structured journey helped

What would you say to those thinking of coming to see us?

Find out what Kate has to say about controlling your own destiny and why she thinks it’s worth a conversation.